Appointment Management

Contrary to its name, Compass Appointments does a lot more than just appointment management for caseworkers. Compass Appointments is a multi-faceted appointment scheduling and lobby management solution that helps human services agencies reduce lines in the lobby and increase productivity.

By automating the management of scheduled appointments, allowing walk-ins to check themselves in, and increasing communication between the reception area and caseworkers, you will increase worker satisfaction and client service levels.

Reporting

Supervisors can use more than 20 reports included with Compass Appointments to get up-to-the-minute statistics on activity by caseworker and group/department, case, and client. They can see client check-ins, queue items processed, average client wait time, reasons clients are visiting, appointment length to gauge caseworker efficiency, and much more. Since reports can be exported into multiple formats, directors can have dashboard information while supervisors get the detailed visibility they need.

Lobby Monitors

Having monitors in the lobby that show clients who is being served allows them to estimate their wait time and decreases frustration with wait time. The web-based Compass® Appointments Lobby also sends the client a text message when the caseworker is ready.

Self-Check-In

Allows clients to check themselves in for scheduled appointments using a tablet or self-scan kiosk in your lobby. The system flags the receptionist and appropriate caseworkers that the client has arrived. This reduces lobby lines, saves the receptionist time, and improves communication between the receptionist and caseworkers. If configured, walk-in clients can check themselves in and be assigned to the next available caseworker.

How it Ties to Compass® Pilot

Your lobby can be made even more efficient with self-scanning of documents. Self-scan kiosks are available as part of Compass Pilot. When placed in your reception area, clients are able to scan their own documents, and the information is imported immediately into the Compass® system for caseworkers to access. This further reduces lobby lines, frees up receptionist time, and gets client-provided documents to caseworkers faster.

"With Northwoods understanding human services and the processes we must follow, I think it's been instrumental in using Compass Appointments the way it's designed.
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Diane Gridley,
Economic Services Program Administrator, Cabarrus County Department of Human Services, NC

"We wouldn’t have survived ACA without Compass Appointments. It provided smooth management during times of radical growth.
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David Heldt,
Information Systems Manager, San Joaquin County Human Services Agency, CA

"Compass Appointments has given us insight and made us more ready to adapt to change. It’s affected every decision from whether time off is approved to whether I need to ask my supervisor for more employees.
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Kevin Stamper,
Program Manager, Intake Division, San Joaquin County Human Services Agency, CA

"The connection between the two systems, lobby management and appointment management, really make a cohesive team that work together to make the overall client experience that much easier. It’s very customer-service friendly.
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Logan Pratt,
IT Analyst II, Sacramento County Department of Human Assistance, CA